Retirement plan

CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST

Name: CHILDREN'S HEALTH SERVICES, P.A. - CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST (2024) Form 5500
Creator: CHILDREN'S HEALTH SERVICES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST, CHILDREN'S HEALTH SERVICES, P.A.

CHILDREN'S HEALTH SERVICES, P.A.EIN 56-2084142Plan #001PY 2024

1826 WEST ARLINGTON BLVD - GREENVILLE, NC 27834252-329-7337

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+26.3% from 2023

Total participants

+12.9% from 2023

Average account balance

$67,504

+11.8% from 2023

Annual return

15.26%

-2.99 pp from 2023

Benchmarks

See 21,762 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,762 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$68K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

134.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1713

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$60K

$2306 / participant

Other / not subdivided$60K100.0%

% of EOY assets

2.538%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,504

$81,233-16.9%

$155,567-56.6%

$80,874-16.5%

Participation rate

100.0%

66.2%+33.8pp

78.2%+21.8pp

67.6%+32.4pp

Annual return

15.26%

33.33%-18.1pp

64.74%-49.5pp

35.62%-20.4pp

Employer contribution / active EE

$5,005

$3,101+61.4%

$4,674+7.1%

$2,756+81.6%

Participant deferral / active EE

$5,205

$3,452+50.8%

$5,628-7.5%

$4,297+21.1%

Admin fee / account holder

$1,713

$7,998-78.6%

$15,916-89.2%

$6,935-75.3%

CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion